Swiss National Bank
UPLD icon

Swiss National Bank’s Upland Software UPLD Stock Holding History

Swiss National Bank’s Portfolio UPLD Stock Details UPLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-6,680
Closed -$543K – 2728
2022
Q3 		$543K Buy
6,680
+210
+3% +$23.2K ﹤0.01% 2538
2022
Q2 		$939K Buy
6,470
+330
+5% +$48.2K ﹤0.01% 2400
2022
Q1 		$1.08M Buy
6,140
+520
+9% +$95.4K ﹤0.01% 2371
2021
Q4 		$1.01M Hold
5,620
– – ﹤0.01% 2476
2021
Q3 		$1.88M Hold
5,620
– – ﹤0.01% 2093
2021
Q2 		$2.31M Sell
5,620
-100
-2% -$44K ﹤0.01% 2017
2021
Q1 		$2.7M Buy
5,720
+170
+3% +$82K ﹤0.01% 1832
2020
Q4 		$2.55M Hold
5,550
– – ﹤0.01% 1773
2020
Q3 		$2.09M Buy
5,550
+760
+16% +$274K ﹤0.01% 1692
2020
Q2 		$1.67M Buy
4,790
+630
+15% +$196K ﹤0.01% 1813
2020
Q1 		$1.12M Buy
4,160
+60
+1% +$21.7K ﹤0.01% 1766
2019
Q4 		$1.46M Buy
4,100
+80
+2% +$29.9K ﹤0.01% 1915
2019
Q3 		$1.4M Buy
4,020
+80
+2% +$33.2K ﹤0.01% 1871
2019
Q2 		$1.79M Buy
3,940
+990
+34% +$453K ﹤0.01% 1763
2019
Q1 		$1.25M Buy
2,950
+90
+3% +$30.6K ﹤0.01% 1950
2018
Q4 		$777K Buy
2,860
+150
+6% +$45K ﹤0.01% 2140
2018
Q3 		$876K Hold
2,710
– – ﹤0.01% 2215
2018
Q2 		$931K Buy
+2,710
New +$849K ﹤0.01% 2209

Other funds holding UPLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Swiss National Bank's UPLD Position: Q4 2022 in Review

Swiss National Bank sold out of Upland Software (UPLD) in Q4 2022, closing a stake of 6,680 shares — an estimated $543K sold.

Swiss National Bank first reported a position in UPLD in Q2 2018 and held it in 18 quarters. The position peaked at $2.7M in Q1 2021. 131 funds tracked by Wall St. Rank hold UPLD as of Q4 2022.

  • Swiss National Bank reported no remaining Upland Software position as of Q4 2022 after selling out during the quarter.
  • Swiss National Bank sold 6,680 Upland Software shares in Q4 2022, an estimated $543K.
  • Swiss National Bank first reported a position in Upland Software in Q2 2018 and held it in 18 quarters.
  • Swiss National Bank's Upland Software position peaked at $2.7M in Q1 2021.
  • 131 funds tracked by Wall St. Rank held Upland Software as of Q4 2022.

Based on Swiss National Bank's 13F filing for Q4 2022, filed 8 Feb 2023.